Jim Cramer Says 2026 Portfolio Moves Show Value of Discipline After 141 Trades

According to CNBC, Jim Cramer said the Investing Club has made 141 trades so far in 2026, including 66 buys and 75 sales, as the portfolio navigated geopolitical and economic volatility. He said the group’s exits and purchases reflected a focus on protecting gains, including losses on Honeywell Aerospace and Nike, a 7% loss on Danaher, and profits from sales of Solstice Advanced Materials, BlackRock, Bristol Myers Squibb, Texas Roadhouse, Cisco Systems, Procter & Gamble, Dover, Arm Holdings and Corning. The article also said Wells Fargo remains a long-term winner after the Federal Reserve lifted its $1.95 trillion asset cap in June 2025, while Micron has risen more than 10% since the Club initiated a position on Aug. 11.